KPI List Component

Owned by amani imtiyas
Last updated: Feb 21, 2024
3 min read

This article contains:

1. Overview

This component will display KPIs linked to a node in a grid view. The front end will be as follows:

Figure 1.1

2. Configuration of KPI List Component

Figure 2.1

  • Title – a title for the KPI list component can be added.

  • Description – you can add a description to the component.

  • Which comment should be shown – You can select which comment to be shown (Progress or Executive) to which type of user (Logged in or Public). Comments will be reflected on the list component based on your selection.

Note - All the KPI s which are linked to the node will be listed here in a KPI configuration grid.

  • Search Bar – You can search for a KPI by entering text on the type in search bar placed about.

Note: You have to scroll to your right in the KPI configuration grid to edit the data. (Use arrow keys or the scroll bar placed at the bottom of the grid section. The records in the grid are enabled for inline editing. Click on the Edit button placed at the right corner to edit a row.

  • Visibility – enable the visibility check box if you want to show the KPI on the dashboard. The check box is unticked by default.

  • KPI Name – this refers to the KPI name added in cammsstrategy. You can edit this in the KPI configuration grid.

  • Description – this refers to the description of the KPI added in cammsstrategy. 

  • Progress Comment – the progress comment comes from cammsstrategy for the selected period. 

  • Executive Comment – executive comment is taken form the executive report selected at the dashboard creation phase.

  • Progress Date – You can setup a custom ‘Progress Date’ for individual KPIs. It will consider the ‘Period From’ date as the starting point and will show you data up to the custom ‘Progress Date’ defined at the configuration grid. Regardless of the date that the user selects the 'Actual' and 'Target' values will be fetched from the last completed (last closed) period. However by selecting the last date of the period of a KPI the user can display the 'Actuals' and 'Targets' of the current period.

Note – All the above fields are editable and will be visible only for the login users as they won’t be shown on the dashboard.

  • You can configure the fields to be shown on the ‘KPI List’ on your dashboard by clicking on the configure icon of the ‘KPI List’ component.

  • Apply to – This dropdown will allow you to apply the configurations dashboard wise, component wise or page wise at once.  Default value will be ‘Apply to dashboard’. You have the ability to select the required option from the dropdown. This dropdown will be available underneath every configuration grid.

  • Freeze 'KPI Title' column in the KPI list - If you enable this toggle button, you can see the KPI Title column as the first column in the KPI list, and even when you scroll the KPI list horizontally, that column would remain the same.

  • Field Name - refers to the field name in Camms.Strategy.

  • Label Name – refers to the field name to be displayed on the dashboard, you can edit this as per your choice.

  • Visibility – Enable the visibility toggle button to make the fields visible on the dashboard. The toggle buttons will be disabled by default.

 

 

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